Power BI & OneNote Relation: Publish to Web!

There is an increasing integration capacity among Microsoft products. We will start our article by talking about the integration between Power BI and OneNote. OneNote is a Microsoft product that has been released as a notebook and that has become more than a notebook with the updates it got. You can click here for general information about OneNote. You can get the text of an image with the updated (details here), and search between images (details here).

And Power BI is Microsoft’s popular reporting product. You can create interactive and impressive reports with Power BI. With the latest update, when you create a public Power BI report or come across one of those report and paste the report’s address to OneNote; OneNote automatically integrates with Power BI and show the interactive and live version of the report on itself. This way, it is not necessary for us to click the link and be directed to the website. And we don’t get to be left with the questions like which report was on this link.

 

Power BI bağlantısını OneNote'a kopyalama
Fig.1 – Copying the Power BI connection to OneNote

So, how do we make the reports made with Power BI public?

If you will not have any problems with sharing the reports you created with Power BI, you can make your reports public. After sharing, people don’t need to have Power BI license to view the report. It is enough for them to have the link.

Let’s take a look at how we create this link:

We will execute these actions on Power BI Web Portal ( app.powerbi.com). We don’t have to know with who and on which work environment this report will be shared in order to create the link. Open the report we want to share. Go to this option that was among “Export” options before through the “Embed” option on ellipsis. Click the “Publish to Web (Public)” command here.

publish to web komutuna erişim
Fig.2 – Access to the Publish to web command

You might come across two types of warning here:

1- Since this feature can be restricted on the Power BI Admin portal, it has to be enabled by your admin first. You might get an error message concerning this (Fig.3). If you get this error, you have to contact your admin and notify him/her.

Contact your admin to enable embed code creation
Fig.3 – Contact your admin to enable embed code creation

2- When you create this link, an info message indicating that this report and its content will be public and you shouldn’t use this feature is you will share it with certain people in the company will pop up (Fig.4).

Embed in a public website
Fig.4 –  Create an embed code for public reports that you can include on a website

Click the “Create embed code” option to share your report publicly. When you click, another warning message pops up(Fig.5). Click “Publish” as your last decision.

Embed in a public website
Fig.5 – Information about you are creating a code for public website

After you click, a link where we can share on mail, social media etc. and people can access is created. Right below it you will find the html format to embed it on a website (Fig.6). This way, anyone who has the link will be able to view this report doesn’t matter if they have license or not.

Link you can send in email
Fig.6 – Link of the code

When you have multiple embed codes or want to delete a link, you need to click on the setting icon and then click the manage Embed codes option in order to go to the window where you can manage these codes. You can get the embed codes again or remove these codes on the screen that pops up.

Manage Embed Codes
Fig.7 – Managing embed codes

Hope to see you in another article…

Good game well played.

 

New Products on Power Platform

Power Virtual Agents

Power Virtual Agents, the system where you can create your own ChatBot!

With Power Virtual Agents, you can create a learning chatbot structure.

A system where you decide the questions and answers. The way it works lets you start the flow with Power Automate and is very prone to be developed.

 

You can create custom workflows with Power Automate within the Power Virtual Agent, or work in an integrated manner with the products and services with the help of hundreds of conductors by creating complex scenarios with Microsoft Bot Framework.

Evaluate Performance
You can track the bot’s performance and always make improvements by using the AI and data-based analysis on the dashboard.

Click here for detailed information.

Power BI – 2020 August Our Favorites

Hello dear reader! We only need to enjoy these warm days as the summer comes to an end they days become shorter, but isn’t it just WAY TOO HOT? With Power BI 2020 August updates, visualizations come to the forefront with the new images added to the marketplace. Apart from that, there are new collaborations with new resources and some additions to the existing features. You can download the update here.

1-Perspectives support for Personalize visuals

As a refresher, Personalize visuals is a preview feature that will allow your end-users to make tweaks to visualizations in the reading view. For example, your end-user can change a measure or dimension or add a legend. Previously, if you had a large data model, there was no way to pick a more manageable subset fields to not overwhelm your report readers with all fields in the model. Now, in this release we are adding Perspectives support for Personalize visuals, which will allow you to choose a subset of a model that provides a more focused view.

Personalize visuals The hard thing is here for the user to make the correct decision. For this, we will use on of the tools developed for Power BI: Tabular Editor. As well as you can use these tools directly, you can already add them under a tab on Power BI Desktop. You can check the 3rd title here for more details.

You will need to right-click on Perspectives folder to create a new perspective:

Next, you will need to add fields to the perspective. You can do this by opening the Tables folder and right-clicking on the fields you want to show in the perspective:

 

Repeat this for all the fields you want to add to the perspective. Note that you can’t add duplicate fields to a perspective so if you already added it to a perspective you will see the option for that perspective is disabled.

After you have added all the fields be sure to save both in Tabular Editor and then also in Power BI.

                   

2- Rectangular lasso select for data points

Another one of the Power BI August updates is the Rectangular lasso select. We were very happy about the rectangular lasso select. Now it is available for the data points in charts as well. You can select the point in the chart you want with CTRL and filter them. And you can add other points to the point you’ve selected with the Shift key.

3- New Visualizations

  • Progress Bar

  • Pie & Donut Chart

  • Rating Visuals

  • Toggle Switch

  • RoadMap

4- Data Connectivity

Cherwell connector

CSM 10.0 enables real-time collaboration and accelerates incident resolution.

Automation Anywhere connector

Automation Anywhere is a leading Robotic Process Automation (RPA) platform that enables automation of Enterprise business processes. The Power BI connector from Automation Anywhere enables a business user to easily integrate RPA data in their corporate Power BI dashboards without relying on IT resources to create custom integration solutions. The Power BI connecter can retrieve operational, strategic and business metrics from Automation Anywhere’s RPA platform.

Acterys connector

Acterys

 is an integrated platform for Data Warehouse Automation, Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A) for Microsoft Azure, Power BI and Excel.
It enables users to achieve results in minutes, and replace disparate legacy solutions with a single, cost effective and unified platform for all their analytics, planning, forecasting, consolidation and project planning requirements. With the new Acterys Power BI Connector users can now connect to their Acterys environment with one click (without the need to access the database directly or setting up a Power BI dataset) and add the required models to Power BI governed by their Acterys (Active Directory/ Microsoft Account) user rights and audit trails.

So much for this month’s updates. See you in our next article.

Good game, well played.

Power BI : 2020 March Favorites

Hello, here we are with the Power BI March update! I realize how fast the months go by with the new updates. This month, we have some long-waited and nice updates. In this sense, Power BI users’ opinions were taken into consideration. If you have all buckled up, let’s start!

 

1- New Action Alert

The most eye-catching feature in the Power BI March updates! New action options are available for the buttons we add for more interaction and a better application image:

  • Page Navigation
  • Drill through

We tried to find our way with the Page Navigation action to this day: by adding a bookmark with the most unfiltered version of the other page. Microsoft found out that we solved it like the and stepped in and offered this as an action option to do this the legal way. I can spend all my applause on this feature.

 

 

page navigation
Page navigation

 

The second one is one of the actions we wanted to see in the scenes. We were so happy about even the “Right-click to use the drill through.” text! -Because normally we had to go to charts and right-click to find that feature!- That’s why we are extremely happy about it.

tablo detayını gör
Activating the Drill through feature through the “See table details” button.

 

When we choose the Drill through as action, we can print the chosen one with conditional formatting and this helps a lot in terms of having an image that puts people into action. Also, you can write tooltip texts  for when its active/passive.

Koşullu Biçimlendirme&Enabled Tooltip
You can print the selected value by using conditional formatting for the text in the button and make it visible by writing any text you want to the Enabled Tooltip area.

 

Disabled Tooltip
You can write what you want to do into the tooltip field in order to activate the button.

2-Multi-column sort for tables

Feels like it was just yesterday that you were crying “But why? We need this feature!” and I was saying “I know, I know, it is so ridiculous but it is what it is!” And now we finally got this update! To add more columns to the sort order, Shift + click the column header you would like to add next in the sort order.

birden çok sütuna göre sıralama
When you click a column title with the SHIFT key, it accepts that column as sorting measure as well.

3- Dual axis for line chart

It was our subjects in recent trainings! Now we can add a second axis that allows us to draw two trends with different ranges along the same X-axis progression. We can compare two different units in the same graphic at the same time. Like Sales Amount&Sales Total, Sales Tex&Sales Total…

4-Filter Pane Search

It was a feature that was available in web but not in desktop. Now it is available for desktop too. You can search the filter you want in the search area. This features is activates as default. You can turn this feature on or off in the reports settings of the Options dialog.

Filtrelerde arama

5-Updates to decomposition tree

Some people were very happy when the decomposition tree came us default to Power BI! The decomposition tree now supports modifying the maximum bars shown per level. The default is 10 and users can select values between 3-30. Setting a low number is particularly handy if you don’t want the decomposition tree to take up too much space on the canvas. That way it’s more useful.

ayrışma ağacının yeni özelliği

6-New DAX function: COALESCE

A new DAX Function enters our lives with the Power BI March updates. The COALESCE function returns the first expression that does not evaluate to BLANK. So, what the hell does this mean? There are already a lot of functions as “That does not evaluate to BLANK”… They syntax of this function is:

COALESCE(

, [, ]…)

 

It goes like that step by step and shows us the non-blank one. As outcome, it returns us a scalar expression. We can use it in an example like that:

When we do a calculated and show in on card, we don’t want the blank expressions to be visible. We want something like 0,1,100,”-“. For this we use the IF(ISBLANK(…) expression. Right at this point we can use this function.

COALESCE (SUM (FactInternetSales [SalesAmount]), 0) = IF(ISBLANK(SUM (FactInternetSales [SalesAmount])),0)

7-Relations get stronger with ArcGIS!

Product of Esri -the most known map and cartography company of the world: ArcGIS. We have been using its maps as default anyways for a long time and knew that more detailed features would come. Most features are available for Premium and some can be used in Pro. First of all, let me show you the location of ArcGIS maps.

ArcGIS
ArcGIS location

When you click here, there are 3 types of connections:

  • ArcGIS Enterprise
  • ArcGIS Online
  • Standart

 

The ArcGIS Enterprise and ArcGIS Online options are for users who have the premium app subscription and provides all the capabilities of Standard and extra capabilities, including additional geocoding, technical support, and access to mapping reference layers, and more. The Standard option is free and provides basic mapping capabilities. I leave the features below for you to check them.

arcgis maps capacity&preferences

Multiple Reference Layer

All premium app users can now add multiple reference layers to a single map visualization within Power BI. A reference layer is information represented on a map. It adds context to your operational business data. For example, let’s say you have mapped your store locations in Power BI. You can now overlay it against reference layers such as income, age, competitor locations or other demographics to gain valuable insights. You can add data and layers that are published and shared online by the ArcGIS community as well as layers from your ArcGIS Online or ArcGIS Enterprise organization.

New table of contents

A new table of contents that will help all ArcGIS Maps for Power BI users (free and premium) better visualize their data on a map has been added. Now, when you drag data to a location field well and see it on a map, you can also see a table of contents that lists all the layers on the map and shows the features represented by the layers. This allows your report viewers to quickly understand the data that they are seeing.

arcgis_map

8-Data Sources

Is an update without a new data source an update at all?

  • HIVE LLAP: This connector provides both Import and Direct Query capabilities and the ability to specify Thrift Transport Protocol as ‘Standard’ or ‘HTTP’.
  • Cognite:  The Cognite Power BI connector enables data consumers to read, analyze, and present data from Cognite Data Fusion (CDF).

We have shared our favorite updates for this month. You can click here for our other articles about Power BI. Click here to download the latest version of Power BI Desktop.

Good game well played.

 

Power BI DAX Functions: the FILTER function

Hello dear reader! In this article we will be analyzing a Power BI DAX Function, the FILTER function. It is one of the most frequently used ones. In our previous articles we talked about most frequently used basic functions like this one. You can read the details here.

Let’s talk about the data set we will be using first. The data set that we will import from kaggle.com again contains top 50 songs on Spotify and their details. You can download it here.

The FILTER function allows us to create datasets filtered by the criteria we desire. It gives a table as a result of the function. Therefore it is among the table functions. If we are going to use the FILTER function only, if we are not going to use it in any other function, we have to use it with the New Table command. The syntax of the FILTER function goes like that:

=FILTER(

, )

Both of these parameters have to be written, or the function will fail. If we are to explain the filtering a bit more, we can put it like this: True or false statements should be obtained as a result by using mathematical signs like <“, “>”, “=”, “<>”. You can use logical operators (And & Or) for more a complex filtering.

Let’s start with transferring this data set to Power BI. For this we will go Home > Get Data > Text/CSV.  To get the .csv file you click OK and it will recognize the separator between texts and show the version divided into columns in the Navigation window. We go Load here and make it load to Power BI.

We will create 2 new tables with the FILTER function in this data set. For this we click on the New Table command under the Modelling tab.

1-Filtering by Numbers

Out first table is going to be of those songs we just want to dance to! The column that will enable us to run this query is the Dancebility column. We will list the values over 80 on this column. To write this filtering statement we will be using the “>” mathematical operator. Since we will be filtering rows on a column, it is going to be enough for us to write the name of that column. The syntax we will write goes like this:

Dance over 80 = FILTER(top50, top50[Danceability]>80)

2-Filtering by Text

Our second table is going to be listing the Pop songs. For this we will be using the Genre column.

Pop_Songs = FILTER(top50,top50[Genre]="pop")

So we filtered by both text and number. If you paid attention, we didn’t put the numbers in double-quote. Double-quote is used for texts only. And never forget that:

Two single quotes don’t make a double-quote!

I mean apostrophe by single quote. Sometimes some people try to do the action by using two apostrophes. Since this statements has a different meaning in computer language, even though it looks write you will face an error as the result of the function. So I recommend you to always be careful about this.

We came to the part where we move the new tables we obtained from these actions to the report. I moved the columns we filtered first, and then put the non-filtered array to the left. You can get the file here if you want.

spotify top 50 report

We analyzed the the Filter Function which is a Power BI DAX Function. We will keep analyzing other functions, various issues, dead-ends, and possibilities in other articles. Take care!

Good game well played.

Power BI – 2020 April Favorites

Hello dear reader! We will be talking about Power BI April updates in this post. They expressed these month’s updates by saying “There are a ton of new features”. But now everything will come to the light! I compiled everything below to give you an idea about this.

Personalize Visuals (Preview)

It has been forever since they talked about this feature, they told that it was coming. Turns out that the month in which this feature is presented to the users is this month. We are facing a different feature. Normally the process while creating a report goes like that: Report designer creates the report, certain people that will use it share their ideas, charts, their places etc. get readjusted accordingly and report is opened to the users. Of course after all this process there are people saying “This chart would be better that way,” “I don’t understand anything from this chart, can we change it to a bar chart?” And right at this point this feature steps in running with the hare and hunting with the hounds and says “Well you change it the way you want dear” to those who are not happy with the chart.

Of course for this, this feature has to be activated in report settings in app.powerbi.com. You can also activate it on the power bi desktop application. And as a chart all the ones that the report contained while preparing come as an option. The more interest you don’t just change the chart, you also get to change the fields added to the chart. Thus at the end of the day, users of this report might see something completely different than the report you created in the first place. I think that it will become a need for the report designers to know who used this feature and made changes in the future.

Relative Time Filter

We usually use year and month for filtering in Power BI, and prefer charts for day-based view. Sometimes we want to use filter slogans that we are use in the spoken language: “Last month”, “Last 3 months”, “Next 1 week” etc. These filters are called relative filters. With the update this month, Relative Time filter comes in addition to all these filters. With this we can add hour, minute filters.

relative time filter

Rectangular lasso select across visuals

We have been waiting for such a long time! Where have you been, where?! :'( We shed a lot of tears while creating reports, but finally it is here. Being able to drag everything with mouse on PowerPoint and not being able to choose here… it did offend me I’ll be honest. Pardon my excitement. Now we can choose by pressing control on Power BI Desktop as well. In my opinion this is the best Power BI April update. 😁

rectangular lasso select

Improved discoverability for conditional formatting

You remember how we were looking for visual titles and colors as if we were looking for happiness? They decided to make them visible and put them right next to the related area. That’s it for this feature. 😊

conditional formatting

Conditional formatting for totals and subtotals in table and matrix

Let’s be honest, we do apply conditional formatting and we are pretty fond of it. On the other hand, every single time we would ask questions like: “Why can we not apply it in totals?” We welcome this highly-voted feature this month. If we want, we can apply it to values and totals together or just to totals. Excellent!

Suggest Questions to Q&A

I wrote about the Q&A title in details in this article about updates. In addition to this, they are adding a new feature to the Q&A visual. Now we can suggest questions. We define some recommend titles for the report users when we put a Q&A field to the report.

Measure conditions in Q&A

In the first version of Teach Q&A, we could only use columns. Now there is measure support as well. Now we can use expressions like “Bigger than a certain value” or “Smaller than a certain value” by using measure conditions. Thus, it is more useful.

Change Detection for Page Refresh

This month, a new feature for the automatic page refresh is presented. If you are wondering what the automatic page refresh, you can take a look at this article about updates. It is a practical feature for frequent refresh scenarios. When you set the page refresh as 1 second, even though the data didn’t change, page refreshed continuously and when you think about it, since data change that frequently, it is an inefficient action. For this very reason, they have created a new approach. With the approach, you create a special measure named “Change detection”.

In this measure you choose the calculation method and the field you will watch the change of and frequency. The diamond we see on the left of “Change Detection” tells us that it is Premium only. 😢 You need to add this feature to this field when you turn on the “Page Refresh” feature. Apart from that, this feature can be used only in Direct Query. You can create a measure for each .pbix file. Premium capacity admin must turn this on in the admin portal.

New Visualizations

Radar Chart

I love using Radar Charts. I think they are very practical when it comes to showing strong and weak areas. There are new visualizations concerning this.

Comicgen

An interesting visualization that can be visualized as emotion and pose in accordance with each KPI has been created.

 

So much for Power BI April updates. You can click here to download April updates. I am excited to see what awaits us. Take care.

Good game well played.

A Fast Report with Power BI In 18 Minutes and 23 Seconds

Hello dear reader! In this post I created a beginner-level guide for creating a fast report for people who never got to meet with Power BI but want to learn something about it or people who want to brush up on their information. We are talking about 18 minutes here. We cannot even get ready to get out of home in 18 minutes. 😂 If Power BI is not downloaded on your computer you can download the latest version here. Let’s start!

1- Where is your Data Source?

I thought it would be nice to start with a logical question since we know that there is a source that stores hundreds of data. Where is your data source? You have a few mainly known options as data source: SQL Server, MySQL, PostreSQL, Oracle… The Access authorization belongs completely to IT personnel and they are pretty stingy to put these resources into your service –they have justifiable reasons I’ll give you that. Thus, for your various tryouts in the first stage you need to use data sources that can be found online. Kaggle.com is a good website for that.

I myself downloaded this dataset that is about Udemy courses from Kaggle so that you can follow the same steps with me easily. This information about Udemy courses is found in this dataset: Name of the Course (course_title), publish date (published_timestamp), link of the course (url), payment status (ispaid), Price (price), main subject (subject), course level (level), duration of the course (content_duration), number of lectures (num_lectures), number of subscribers to the course (num_subscribes), number of reviews (num_reviews). Because aren’t we all tired of COVID!

2- Connect to the Data Source

When you open BI Desktop you will see the title Get Data under the Home tab. It is attached right next to the most-used in that field. You might have noticed that you can also connect Excel directly. Here we click on Get Data and choose the Text/CSV title. Power BI asks you “Do you want you use this data directly or do you want to use it by making some changes?” every time you import data. I would like to say “I trust my data and choose to import it directly.” but I see that there is a bad data input on the ispaid column, for this I choose Transform. By the way as you can see it divided the .csv extension file itself by detecting the separators.

get data and transform

3-  Edit the Data 

We will be editing on the ispaid column in our data. The information on the column is given with the true/false expressions. We will be changing them as Paid&Unpaid and we will also filter a cell that has nothing to do with either of them.

Change the Data type 

Data type is very important when it comes to data editing. The data type of the ispaid column that we will make changes on is Binary. To be able to change the expressions as Paid&Unpaid we will change its data type as Text. Power BI arranges the data type first every time it imports data and since we are making data type changes after this step it asks “Do you want us to save it as a new step?” At this point it doesn’t matter which one you choose, I requested it to add it as a new step.binary to tezt

 Change the Values

Now let’s change the true expressions as Paid and false expressions as Unpaid on this column. We achieve this with the Replace Values command which is under the Transform tab. Here there is also a value that has nothing to do with the existing expressions and starts with “http..”. We filter this value and make it invisible on the front face.

replace values

This is all that we will be changing on this data. Finally, we close it by choosing Close&Apply. If you want to make a change on the data later you can access this display again with the Transform Data title in the Home tab.

4-Charts

Add the card that shows the number of courses

It is always nice to have cards that have information about the data on the corners. I actually want to get the information of how many courses there are in total. For this I will make the values on the Course_Id Column counted singularly. I hold this title and drag to the report area. It immediately creates a chart for me. I change it with the image of card and indicate that the values on the course_id column will do the enumeration. I transfer it to top right corner.

card

Add the charts that show the number of courses by prices and total hours

Now we are creating a chart for the second information that I am interested in. We take the price and course_id columns to the report area. We change the chart type as clustered bar chart. To see the number, we active the Data Label under the Format. We change the Display units as None. You can see that the numbers are very high in this stage. Just like in the card we change the action as Count for the Course_ID column.

fiyatlaragöre kurs sayıları

We do an action similar to the one above for the hours as well. We change the Price as content_duration and add it to the report screen. We can copy the existing image for this.

saatlere göre kurs sayıları

Add the chart that shows the number of courses by subject and level

We take the subject and course_id columns to the report area. We change the type of the chart as clustered column chart. To show the number we activate Data Label under the Format. We change the Display units as none. In this stage too you will see that the numbers are very high. In order not to deal with the same situation with the other charts we click the course_id column on the column tab upwards and we choose Count(Distinct)[Count(Singularly)] on the Summarization area and we transform it to count the course_id column in our existing chart.

We take similar actions for levels as well. We change Subject as level and add it to the report area. For this too you can copy the existing image.

konularına göre kurs sayıları -2

Add the chart that shows the number of courses by spreading throughout years

About the other chart that we are going to be adding… I saw a published_timestamp column and wanted to use it. Let’s see to which year the highest number of publications belong. For this published_timestamp and course_id take the stage. This time we will use the stacked area chart. After creating this chart, you will see that some of the years are visible, not all of them. This is because the dates generally continue non-stop. In order to fix this and see all years in the chart we go to the format tab and get to the details of the X-Axis title. Here we change Type as Categorical.

Add a Table

Is our screen getting more complex or what? Don’t worry in the end it will not seem complex at all! 😎But for now, we will increase the chaos and do another action by adding a table. Here I saw the web links of the courses and thought that it would be nice for it to go there by clicking the link from the table. If we are on the same page here, let’s go.

Let’s take the columns that will exist in our table: url, course_title, subject, published_timestamp, num_lectures, num_reviews, num_subscribes. The main concern here is to define a field as URL. By choosing the .url column we change the Data Category in the Column tab as Web URL and the url in the table changes into the blue and underlined writing that we are all used to. By making another change we will change it into a symbol. We achieve this by activating the URL Icon button in the Values field under the format of the table.

tabloFundamentally we have added everything that we were going to. Now it is time to organize all this. For this you can follow two options. Since we don’t know the data here, we created charts to see what can come up. In another version if there are fields that come to your mind you can directly start with the visual arrangement.

5-Organize the Page

Spoilers

: From this point on people who enjoy messiness will be sad.

Logo is one of the main factors to make a report seem corporate. We download the logo of Udemy from the internet.

We import it in Power BI. We add the Udemy image by clicking on the Image option in the Insert tab. We usually put the logos on the top left corner, thus we can carry it there.

image ekle

Then we change the background of the page. We will use the code of F6F6F6 for the page’s background. In order for more columns of the table to be visible I change the page size from 16:9 to custom and make the height value 920. Afterwards I choose the Temperature theme that would be closer to the color of Udemy. After the theme all the colors in my charts become dark blue. I don’t want all of them to be same color. For this reason, I change the colors of two of them. You can achieve multiple selection with CTRL.

grafik rengi degistir

Then I change the places of the charts. We arrange the width of our card. We will put two clustered bar charts to the left and right corners and put other charts in between them. We will choose for the grey background to be seen in between the charts and arrange the width and the distance accordingly. After placing the charts for a nicer look, we will use round edges. For this we activated the Border field in the Format tab, change the color to white and maximize the radius.

grafikyeridegistir

Lastly, we give the last form to our table. I chose to close the left gap by making the column titles and the values and the width of the columns bigger. You can also add a small chart to the gap.

tablo

Aaand we are done! With all these steps by holding and dragging we created a fast and a basic report with Power BI. I hope that we haven’t lost anyone on the way while the article was flowing and that you liked it. I wish the best of luck to people who want to work on this report and improve it further, I am sure that there will be amazing visuals! I leave here a fast beginner-level link for you to take a look at our other articles about Power BI. Take care!

Good game well played

Power BI – Our 2020 June Favorites

Hello there dear reader!  As much as the weather has different opinions on this subject, according to the seasons calendar they taught us in the 1st grade,  summer is here! This month even if we write about just one of the updates, it would be enough. What an update! Come on, lets start analyzing Power BI June updates right away.

Without keeping you waiting for too long, here is the superstar of the Power BI June updates:

1- Enhancements to mobile authoring

We always liked the fact that Power BI had mobile authoring. Of course it lacked some stuff. For example the squares were too big. Not being able to change the background, not being able to place, not being able to put objects on top of each other could be a bit of a pain in the neck. We got rid of all of them with just one update! Now, isn’t that amazing?

We don’t have to display expressions with low values in huge areas anymore, we can place them to an empty part of a graph. Thus we obtain a mobile layout fully matched with the design of the report. We can easily find images by their names.

There is one more thing that I am still waiting for:  Images that are not displayed on page view can be displayed on mobile layout. For example I use a slicer on page view but it is not useful on mobile layout. I need another slicer special for mobile layout. I hide these slicers or any image that I will be using behind the other graphs. I wish it was not necessary, but i do believe that it will not be in the near future. 😁

2-Automatic Page Refresh

It was a feature that made Pro users on Premium cry out “Aren’t we gonna have automatic page refresh too?” Finally it is released for Pro as well. Now Pro users too can enjoy instant refresh. To enable this feature you have to connect to a Direct Query source with this method. After that you can see this feature in page properties.

3-Enhancements to Hierarchical Slicer

In February hierarchical slicer was introduced to us. We had some issues since then, like issues with icons and font size. It is indicated that with this month’s update we got a new slicer cleared off these issues completely. Now we have more options for expand/collapse icons. Now we are able to customize indentation for child items -we had too seek it in the space back in the day as you know. Also the icons are scaled with the font size.

 

4-RLS is now supported for Featured Tables in Excel’s Data Types gallery

The matter of connecting to Power BI datasets from Excel is developing rapidly. Now, when you mark a table as featured and then publish to the Power BI service, that table will appear in Excel’s data types gallery even if it has RLS rules applied. Previously, these tables were not shown in Excel. This new enhancement means that users in Excel will only see the rows of data they have access to.

5-Line chart dot formatting options

Sometimes we realized that something was not quiet right, that something was missing in this line chart. But what?  We found the missing point, or shall we say the missing dot. Now we can color the dot corresponding to the related title on the X axis in the line chart. We can do it on the Data colors tab in the formatting pane.

6-Data Connectivity

Palantir Foundry Connector

Palantir Foundry is a platform that reimagines how people use data by removing the barriers between back-end data management and front-end data analysis. Foundry enables users with varying technical ability and deep subject matter expertise to work meaningfully with data. With Foundry, anyone can source, connect, and transform data into any shape they desire, then use it to take action.

This connector will soon be available in the Online services section of the Get data dialog.

 

You can click here to go to the download page of Power BI June updated version. And to take a look at out other articles on Power BI you can click here.

 

Wish you all a great month. Take care!

Good game well played.

How to Create a Paginated Report with Power BI?

Paginated reports, long the standard report format in SQL Server Reporting Services, are now available in the Power BI service. These reports can be printed or shared. They’re called “paginated” because they’re formatted to fit well on a page. They display all the data in a table, even if the table spans multiple pages. They’re sometimes called “pixel perfect” because you can control their report page layout exactly.

Well, let’s create paginated report page!

STEP 1: DOWNLOAD & INSTALL PAGINATED REPORT BUILDER ON YOUR PC

Open your browser and navigate to https://app.powerbi.com/. Click to Download icon than click to Paginated Report Builder.

Download from app.powerbi
Fig.1- Download from app.powerbi

It will redirect you to Microsoft’s Download Center. You can download the .exe file by choosing the language.

STEP 2: OPEN PAGINATED REPORT BUILDER

Basic wizards are provided to enable you to create faster reports when you open Report Builder. If there is matching report layouts that is similar to what you want to design, you can select it and continue. In this article, I will proceed with an empty report.

New Report Wizard
Fig.2- Create New Report Wizard

STEP 3: ADD DATASOURCE & DATASET

To design a report with Report Builder, first, you should connect to a data source and access data sets from this source. Then, right-click the “Data Sources” in the files area on the left and click on “Add Data Source”. We will start by giving a name to the resource, we will use it in the window that opens. This name is important for us to distinguish this data source more easily. Then, we select the source we will connect to from the list. When we look at the list, we can see that we are facing a much more limited list than Power BI. Since, our sources are on Azure SQL, we select Azure SQL from the drop-down list.

Add Data Source
Fig.3- Add Data Source Wizard

After selecting the connection, it is time to configure the connection settings. Press “Build” and enter the relevant connection information. This information includes server, username & password, and related database information. Do not forget to test it after entering all the information.

Data source credential
Fig.4 – Data source credential settings

After adding the “Data Source”, we will create the related dataset that you will use in the report. Right-click on “Dataset” and select “Add Dataset”. Another window pops up. In this new window, first, we enter the name of the dataset; then, we select the data source we created as “Data Source”. Just down below (Fig.5) , we write a query for this dataset on the query screen. While writing this query, the most important point is to create a paginated report and to specify the parameters with a “where” clause while writing the requested ones in the query field.

By specifying the parameter, we can paginate according to this parameter.

Dataset Query
Fig.5-Dataset write query

STEP 4: DESIGN REPORT PAGE

At this last stage, we will give the report page a look we want. You can choose what you want to add to this page from the Insert tab at the Top menu. You can add tables, graphics, maps, text boxes, gauges and images as you wish. The most used ones are the tables and the text boxes. Having a logo of your company on the report page will always provide a good corporate identity. I prefer to use “table” in this article.

After adding the table, column headings are determined. Hence, when you hover over a cell down below, “table indicator” appears at the top right corner of the cell. You can choose which column to show here. If you want to add rows or columns to the table, you can right click on the fields on the left and right top of the table and click insert. By the way, number of rows is automatically determined by the data that is provided.

Design Table
Fig.6-Design Table

You can change the properties of each component on the page such as text color, background, position, border from the “Properties” on the right.

Properties for Features
Fig.7- Properties for Features

First, we add a text box to see the related order number on each page. We enter “sales order” to the input TextBox and right click to select “create placeholder” option. The “create placeholder” command allows us to show a metric that varies on each page. Placeholder window pops up to determine the parameter. We will continue from the “Value” section under the “General” section. To set “Value” as metric, click the “fx” next to it. In the pop-up window, select “Parameters” under “Category” to be able to select “SalesOrderNumber” under “Values”. Close the window by clicking “OK”.

Insert parameter to placeholder
Fig.8- Insert parameter to placeholder

STEP 5: RUN REPORT

After editing the design of the report, we run it by clicking “Run”. When the system runs, the builder expects a value from the parameter we created earlier to show the report page. We enter a value for the related parameter, and we get a page depending on the parameter we have entered. If there are parts you want to fix, you can go back to the design by clicking the “Design”.

Run Report
Fig.9-Run Report

After that, you can export the desired pages in .pdf format and/or print them.

See you later…

 

Good game well played.